ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,711,899 | -3.4% | 41,723 | -2.4% | 1.76% | +3.2% |
| Q2 2023 | $1,772,042 | +6.8% | 42,751 | +5.4% | 1.70% | +2.5% |
| Q1 2023 | $1,659,081 | -0.9% | 40,574 | -0.9% | 1.66% | -0.5% |
| Q4 2022 | $1,674,170 | +3.8% | 40,943 | +1.4% | 1.67% | -3.7% |
| Q3 2022 | $1,613,000 | -0.1% | 40,394 | +1.4% | 1.73% | +3.2% |
| Q2 2022 | $1,615,000 | -9.4% | 39,819 | -1.8% | 1.68% | +7.1% |
| Q1 2022 | $1,783,000 | +4.9% | 40,555 | +8.1% | 1.57% | +2.1% |
| Q4 2021 | $1,699,000 | – | 37,516 | – | 1.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sound Income Strategies, LLC | 830,112 | $38,592,000 | 11.67% |
| WP Advisors, LLC | 178,675 | $8,307,000 | 9.52% |
| MBM Wealth Consultants, LLC | 153,459 | $7,134,000 | 5.60% |
| Bernicke Wealth Management, Ltd. | 184,216 | $8,564,000 | 4.96% |
| Sage Advisory Services, Ltd.Co. | 280,224 | $13,022,000 | 4.26% |
| Leicht Financial Planning & Wealth Management, Inc. | 86,084 | $4,002,000 | 3.82% |
| Occidental Asset Management, LLC | 195,626 | $9,095,000 | 3.81% |
| IRON Financial LLC | 105,490 | $4,904,000 | 3.65% |
| Probity Advisors, Inc. | 241,912 | $11,246,000 | 3.65% |
| Redhawk Wealth Advisors, Inc. | 180,049 | $8,370,000 | 3.59% |